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United Planners' Financial Services Of America A Limited Partner financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a United Planners' Financial Services Of America A Limited Partner office in Phoenix, A to Z.
The short answer
4 registered advisors work at United Planners' Financial Services Of America A Limited Partner in Phoenix, out of 322 at the firm nationwide; it ranks number 61 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
United Planners' Financial Services Of America A Limited Partner advisors in Phoenix, A to Z
Every United Planners' Financial Services Of America A Limited Partner advisor →- Abe W. BochnerCertified Financial Planner · Also a broker rep
- Brent A. FooksChartered Financial Consultant · Also a broker rep
- Nancy A. LovelandCertified Financial Planner · Also a broker rep
- Raguel R. ShawAlso a broker rep
United Planners' Financial Services Of America A Limited Partner advisors in every city and state →United Planners' Financial Services Of America A Limited Partner: assets, clients and custodians →Advisor Moves: who changed firms this week →
United Planners' Financial Services Of America A Limited Partner advisors in other cities
Scottsdale, AZ 158Independence, IA 6Fort Wayne, IN 5St. Louis Park, MN 5Virginia Beach, VA 5Rochester, MN 4Voorhees, NJ 4Cherry Hill, NJ 3Glendale, AZ 3Hartland, WI 3Medford, OR 3Minneapolis, MN 3Albuquerque, NM 2Bellingham, WA 2Carrollton, GA 2
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 424Schwab Wealth Advisory, Inc. 260Foundations Investment Advisors LLC 127Cetera Investment Advisers LLC 94Merrill Lynch, Pierce, Fenner & Smith Incorporated 94J.P. Morgan Securities LLC 79LPL Financial LLC 65Strategic Advisers LLC 59UBS Financial Services Inc. 52Morgan Stanley 43Edelman Financial Engines 42Brookwood Investment Group 36
Questions
How many financial advisors does United Planners' Financial Services Of America A Limited Partner have in Phoenix?
4 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 322 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is United Planners' Financial Services Of America A Limited Partner one of the largest advisor employers in Phoenix?
United Planners' Financial Services Of America A Limited Partner ranks number 61 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 424.
How do I check a United Planners' Financial Services Of America A Limited Partner advisor in Phoenix?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the United Planners' Financial Services Of America A Limited Partner office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.